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What Have Practitioners Done with Section 401a4? - Advanced
What Have Practitioners Done with Section 401a4? - Advanced This presentation discusses ... employees. From Record of Society of Actuaries Vol. 17, No. 3. Defined benefit plans=DB plans;Defined contribution ...- Authors: Donald S Grubbs, Judith E Latta, Steven Vernon, Joseph D Marsden
- Date: Jun 1991
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Pension legislation and regulation
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A Smart Way to Develop Retirement Income Strategies
A Smart Way to Develop Retirement Income Strategies Three papers use sophisticated actuarial ... Retirement Research at Boston College issue brief no. 17-6 (March 2017), http://crr.bc.edu/wp-content/upl ...- Authors: Steven Vernon
- Date: May 2018
- Competency: Communication>Difficult message delivery; External Forces & Industry Knowledge>Actuarial theory in business context; Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Effective decision-making; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Problem analysis and definition
- Topics: Annuities>Payout annuities; Demography>Longevity; Finance & Investments>Asset allocation; Finance & Investments>Investments
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Optimal Retirement Income Solutions in DC Retirement Plans, Phase 3: Using QLACs to Design Retirement Income Solutions
Income Efficient Frontiers.........................17 Details on Efficient Frontier #1................ ... expected, unfavorable and favorable scenarios. 17 Defining Optimal with Retirement Income Efficient ...- Authors: Steven Vernon, Wade D Pfau, Joseph A Tomlinson
- Date: Nov 2015
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Defined contribution and 401k plans
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Thinking Ahead: Informing the Design of a Roadmap for Keeping Your Money Save as You Age
that I have seen it. And the importance of 17 Copyright © 2020 University of Minnesota having ... life. It's much easier to be abusive when there are 17 accounts versus two that can be monitored a whole ...- Authors: Steven Vernon
- Date: Oct 2020
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management
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The Next Evolution in Defined Contribution Retirement Plan Design: A Guide for DC Plan Sponsors to Implementing Retirement Income Programs
option in their plan Percentage of employees who: 17 Figure 2.7 provides evidence that many employees ... who works extensively with both types of annuities.17 GMWB annuities Here’s a comparison of key features ...- Authors: Steven Vernon
- Date: Sep 2013
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Defined contribution and 401k plans
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Optimal Retirement Income Solutions in DC Retirement Plans, Phase 1, Baseline
Optimal Retirement Income Solutions in DC Retirement Plans, Phase 1, Baseline The project goals ... meet their participants’ goals and characteristics. 17 Details on Efficient Frontier #1 • Participant’s ...- Authors: Steven Vernon, Wade D Pfau, Joseph A Tomlinson
- Date: Jul 2015
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Defined contribution and 401k plans
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Optimal Retirement Income Solutions in DC Retirement Plans, Phase 2, Enable Delay of Social Security
Optimal Retirement Income Solutions in DC Retirement Plans, Phase 2, Enable Delay of Social Security ... solutions that are considered to be less efficient. 17 Commentary on Efficient Frontier #1 Comparing ...- Authors: Steven Vernon, Wade D Pfau, Joseph A Tomlinson
- Date: Jul 2015
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Defined contribution and 401k plans
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Optimal Retirement Income Solutions in DC Retirement Plans, Phase 4: Strategies to Protect Retirement Income before Retirement
Optimal Retirement Income Solutions in DC Retirement Plans, Phase 4: Strategies to Protect Retirement ... their participants’ goals and characteristics. 17 Details on Efficient Frontier #1 • Participant’s ...- Authors: Steven Vernon, Wade D Pfau, Joseph A Tomlinson
- Date: Nov 2015
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Defined contribution and 401k plans
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Optimizing Retirement Income Solutions in Defined Contribution Retirement Plans A Framework for Building Retirement Income Portfolios
Optimizing Retirement Income Solutions in Defined Contribution Retirement Plans A Framework ... retirement income are gross amounts, before income taxes. 17 DEF IN ING OPT IMAL WITH RET IREMENT INCOME ...- Authors: Steven Vernon, Wade D Pfau, Joseph A Tomlinson
- Date: Jun 2016
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Defined contribution and 401k plans
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viability-spend-safely.pdf
This project explores various design and implementation details for the Spend Safely in Retirement ... regarding their spending power throughout retirement. 17 4.3 Illustration of potential gains and volatility ...- Authors: Steven Vernon, Wade D Pfau
- Date: Jul 2019
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement